13F HOLDINGS REPORT
Sarissa Capital Management LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0000899140-23-000407
Total Value
$840.2M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALKERMES PLC | ALKS | 8,964,640 | $234.2M | 27.88% |
| 2 | IRONWOOD PHARMACEUTICALS INC | IRWD | 16,390,000 | $203.1M | 24.17% |
| 3 | BIOGEN INC | BIIB | 643,000 | $178.1M | 21.19% |
| 4 | GILEAD SCIENCES INC | GILD | 1,068,750 | $91.8M | 10.92% |
| 5 | INNOVIVA INC | INVA | 6,614,000 | $87.6M | 10.43% |
| 6 | MERSANA THERAPEUTICS INC | 59045L106 | 3,997,010 | $23.4M | 2.79% |
| 7 | BIOCRYST PHARMACEUTICALS INC | BCRX | 980,288 | $11.3M | 1.34% |
| 8 | AMARIN CORP PLC | AMRN | 4,807,000 | $5.8M | 0.69% |
| 9 | VOR BIOPHARMA INC | VOR | 618,000 | $4.1M | 0.49% |
| 10 | PEAR THERAPEUTICS INC | 704723105 | 500,356 | $590,420 | 0.07% |
| 11 | REGULUS THERAPEUTICS INC | 75915K309 | 185,183 | $253,701 | 0.03% |